July 10, 2023
In the News: WatersTechnology: Confluence Technologies looks to AI for reconciliation challenges
Confluence’s President and COO, Todd Moyer, and CTO, Chris Evans, recently spoke with WatersTechnology on the announcement of our new solution, Unity Rex, which leverages AI to solve challenges stemming from the Securities and Exchange Commission’s (SEC’s) Tailored Shareholder Reports (TSRs).
July 5, 2023
In the News: FundFire: Illinois Pension Pulls $500M from Dimensional to Fund Internal Program
The latest Factor Performance Report and a recent article on US Small-cap growth from Investment Metrics, a Confluence company, are featured in a new article from Fundfire, covering recent news that the Illinois Municipal Retirement Fund has created an internally managed small-cap domestic equities program.
June 29, 2023
Press Release: Confluence Unveils AI Strategy to Deliver Real Impact for the Investment Management Industry
Confluence announces development of new tool, Confluence Unity Rex, which leverages AI technology to solve complex industry problems. Available for production use in early Fall, Rex automatically parses data from third-party financial reports, interrogates it, and reconciles it against the Tailored Shareholder Reports produced by Confluence.
June 6, 2023
In the News: Institutional Investor: Investors Flock to Active Managers
The latest Asset Gainers analysis from Investment Metrics, a Confluence company, is the focus of a new article from Institutional Investor, which highlights how asset inflows to active managers increased in the first quarter amid rising interest in emerging market and credit strategies.
May 31, 2023
In the News: Portfolio Adviser: Is the dominance of growth stocks a case of style over substance?
The latest Factor Performance Report from Style Analytics, part of Confluence, is featured in a new article from Portfolio Adviser, which analyzes the outperformance of growth stocks over their value counterparts while also questioning whether either are truly the key drivers of returns this year.
May 30, 2023
In the News: Institutional Investor: Small-Caps Have Priced in a Potential Recession
Brendan Cooper, Head of Client Consulting & Research at Investment Metrics, a Confluence company, is featured in a new article from Institutional Investor, offering his thoughts on how small-cap stocks are positioned well amid economic uncertainty.
May 23, 2023
In the News: PlanSponsor: DB Plans Report High Returns in Q1 2023
The latest Plan Universe Allocation & Return Analysis report from Investment Metrics, a Confluence company, is the focus of a new article from PlanSponsor, which details how corporate DB plans rebounded in the first quarter of 2023, despite a lackluster 2022.
April 27, 2023
In the News: Fund’s Europe: The SEC’s climate-related disclosures – why the controversy?
Tom Pfister, Confluence’s Managing Director of Compliance, Regulatory and Reporting, provides insight on the SEC’s climate-related disclosures.